BA
BA
Benjamin Archer
28 Years of Experience
West Conshohocken, PA
2 DisclosuresBroker
Benjamin Archer is a registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
100 Front Street, Suite 600, West Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2011Settled
Customer Dispute
June 2010Settled
Other Business Activities
Benjamin is a member of the investment committee and board of trustees for Germantown Academy, overseeing the school's endowment and making recommendations to the board, dedicating minimal time. He also has power of attorney related to investments.
Employment History
Current Registrations
Morgan StanleyBroker
July 2021 - Present · 4 yrs 10 mos
Morgan Stanley
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
April 2006 - July 2021 · 15 yrs 3 mos
UBS Financial Services INC.Broker
August 1997 - July 2021 · 23 yrs 11 mos
State Registrations34 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.